Last updated: 2026
By purchasing from or using BelowBookStocks.com, you agree to these terms. This is a plain-language template — have a qualified attorney (and, given the subject matter, a securities-law specialist) review it before you rely on it.
The Below-Book Blueprint is a digital, educational field guide delivered as an instant download. The Below-Book Screener is a general-purpose, user-configurable research tool, and the Monthly Dossier is educational research commentary. All are provided for informational and educational purposes only.
Our products, sessions, tools, and communications are not investment, financial, legal, or tax advice, are not a recommendation, solicitation, or offer to buy, sell, or hold any security, and are not personalized to your circumstances. We are not a registered investment adviser or broker-dealer, and nothing we provide constitutes a research report on, or an endorsement of, any specific security. The screener outputs are generated from parameters you select. The Deep Value Strategy Session is educational only: we do not review your portfolio, manage your money, or provide buy/sell/hold guidance on any named security. Investing involves substantial risk, including the possible loss of principal. Deep-value and small-cap strategies can be especially volatile and illiquid. Any examples or historical situations are illustrative only, and past performance is not indicative of future results. You are solely responsible for your own investment decisions; do your own research and consult a licensed professional.
You receive a personal, non-transferable license to use the products for your own use. You may not resell, redistribute, or share the files, tool access, or dossiers.
The Below-Book Screener + Monthly Dossier is sold on an auto-renewing membership. By ordering (including via any discounted first month or paid-trial offer), you authorize BelowBookStocks.com to charge your payment method on a recurring basis as disclosed at the point of sale:
We will send an email reminder before your first membership charge under the paid-trial offer. You may cancel at any time — including during a trial — with no fee, from your account dashboard or by emailing support@belowbookstocks.com at least 2 business days before your next renewal date. Cancellation stops future charges; it does not retroactively refund a billing period already begun.
The Below-Book Blueprint (digital) carries a 60-day money-back guarantee on the product itself. We do not and cannot guarantee any investment return — our guarantee covers the educational materials, not market outcomes. For the membership, if you are unhappy, contact us within the current billing period for assistance. To request a refund or cancel, email support@belowbookstocks.com. Refunds are issued to the original payment method.
To the maximum extent permitted by law, BelowBookStocks.com is not liable for any indirect, incidental, consequential, or investment-related losses arising from use of the products, tools, or sessions. Our total liability is limited to the amount you paid us.
We may update these terms from time to time. Continued use after changes constitutes acceptance of the revised terms.
Questions? Email support@belowbookstocks.com.